Financing Analyst analyzing complex business credit files and recommending financing conditions for Desjardins. Conducting credit controls, periodic reviews, and risk - management guidance.
About the role
- Transactions Analyst coordinating documentation flow for real estate contracts. Ensuring accuracy and timely processing in a fast-paced, remote environment.
Responsibilities
- This position coordinates the flow of documentation from the agent to the office, to the solicitors and other real estate companies involved in the contract.
- It requires maximum attention to detail and high organizational skills.
- This person must give high attention to the details of the contract and the flow of information.
- Solely responsible for the accuracy of processing the deal files from the time the deal is entered to closing.
- Additionally processing listing contracts when necessary.
- Review Contracts and accompanying docs in Skyslope, perform data entry into BackOffice, calculate commissions accurately, verify MLS data.
- Process all types of transactions, including but not limited to: Residential, Commercial, Leases, Service/Fee Agreements, Referrals, Cancellations.
- Request further documentation from agents when necessary by marking the item as Required in Skyslope.
- Confirm that all required documentation is in Skyslope before closing.
- Follow-up with agents when paperwork is missing.
- Escalate to a managing broker when necessary.
- Generate Trade Records and provide a copy to the agent.
- Ensures Deposit info entered in BackOffice is accurate and that the clients funds have been deposited into the trust account on time.
- Convey accurate instructions/invoices and accompanying paperwork to solicitors and outside brokerages in a timely manner.
- Report outstanding issues to the Provincial Transaction Team Lead.
- Follow all procedures as outlined by the Team Lead.
- Maintaining personal and central conveyance emails, responding to agents, staff and external inquiries in a timely and professional manner.
- Ensures files have final sign off by Provincial Administrator Broker, if applicable.
- Communicate with the payouts department to facilitate funds being sent to lawyers and commissions being releasable to agents and outside brokerages.
- Attend Orientation/Training, FINTRAC training, Team Meetings, Provincial and National Meetings, and Monthly Training Sessions with the Transaction Team.
Requirements
- High school diploma required or equivalent years of applicable experience
- 2+ years of experience in real estate transactions processing required
- Computer experience essential
- Real Estate/Legal conveyancing experience strongly preferred
- Basic knowledge of the Canadian Real Estate Transaction requirements & provincial processes
- Knowledge of G-Suite, Skyslope, LoneWolf(BackOffice), HubSpot an asset
- Must be responsible, dependable and trustworthy
- Task-oriented, organized, pays attention to details, follows systems, team-worker
- Ability to build relationships with Agents, Lawyers, Notaries, Managing Brokers
- Works well under time restraints and in a fast paced environment
- Remain adaptable and willing to help out where needed when the designated board is changed or the range expanded by the Team Lead or Transaction Manager
- Able to carry upwards of 200-300 transactions within the process.
- The TS must have the ability to process an average of 35 new deals per week within their assigned board(s).
Benefits
- Employer paid Medical coverage
- Dental & Vision benefits
- Company supplied equipment; laptop, monitor, headset
- RRSP with up to a 4% match
- Fully remote environment
- Amazing company culture
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